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Query about data security in Administer planning security in plan inputs — Cloud Customer Connect
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Query about data security in Administer planning security in plan inputs

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Summary:

Currently We are using Administer planning security to assign security at Item, Customer and measure group entity level.

We have requirement to automate the process to assign all the customers to Sales Support Person which are come under Regional Account Manager (RAM) level.


An example would be where John Ostaszewski is named the Regional Account Manager, Jean Yang needs access to all customers that show John O as the RAM. John may not have the data security assigned at customer level but he is named the RAM.


Please let us know if there is any feasibility to assigned all customers to Support Person automatically which are comes under RAM.

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